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Wealth Management Client Relationship Manager at TIAA - ApplyBlast

Wealth Management Client Relationship Manager

TIAA

4 months ago

3.6 on Glassdoor

Charlotte, NC, USA

Hybrid

Full Time

Junior

0 applicants

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About this role

A Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen relationships with high-net-worth clients and support their growth through strategic referrals. The role involves operationally leading advisory teams to deliver financial solutions, managing assigned client portfolios, and coordinating asset consolidation efforts. Success in this position requires deep curiosity about client needs, strong relationship-building skills, and expertise in investment solutions and financial planning.

Responsibilities

Partners with advisors to deliver client service and support high-net-worth clients
Operationally leads Wealth Management advisory teams to achieve financial goals
Manages responsibilities for a book of assigned clients
Coordinates asset consolidation and implements financial plan recommendations
Builds long-lasting relationships to drive referrals and practice growth

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseLife and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.